Core Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-214,502	Closed	-$19.3M	–	166
2024 Q1	$19.3M	Buy	214,502 +6,519	+3%	+$586K	6.55%	3
2023 Q4	$17.7M	Buy	207,983 +3,310	+2%	+$281K	6.49%	3
2023 Q3	$15.5M	Buy	204,673 +19,595	+11%	+$1.49M	6.35%	3
2023 Q2	$14.8M	Buy	+185,078	New	+$14.8M	5.93%	7